K.l. Baird Asset Management

K.l. Baird Asset Management (CRD# 117135) is a financial advisory firm headquartered in , . They manage $13,989,954 in 35 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    14
    MILLION
  • Total Number of Accounts
    35
    ACCOUNTS
  • Average Account Value
    $399,713
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

ID, WA

Financial Advisors at K.l. Baird Asset Management
Showing 1 - 1 of 1 top financial advisors.
1
Katherine Baird, financial advisor Kirkland WA
Katherine L. Baird
CRD#: 1071122
10604 Ne 38th Place, Suite 226, Kirkland, WA 98275

Katherine Baird (CRD# 1071122) is an Investment Advisor Representative working at K.l. Baird Asset Management in Kirkland, WA and has over 41 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals